Open Text Corporation

NasdaqGS:OTEX 株式レポート

時価総額:US$5.7b

Open Text マネジメント

マネジメント 基準チェック /04

現在、CEO に関する十分な情報がありません。

主要情報

Ayman Antoun

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.1yrs

経営陣の近況

Recent updates

Seeking Alpha May 01

Open Text: Deep Value Software Showing Signs Of Life

Summary Open Text is repositioning around Content Cloud and AI, simplifying its portfolio, and trading at distressed-level multiples despite ongoing profitability. OTEX is executing divestitures, paying down debt, buying back shares, and increasing dividends, with Content Cloud now accounting for 43% of revenue and 18% YoY growth. Restoring revenue growth and stabilizing the top line are critical for rerating; management guides for 1-2% revenue growth in 2026, with Q3 earnings a key catalyst. I rate OTEX a Buy, as current valuation appears excessively pessimistic given cash flow generation, strategic repositioning, and visible progress in core growth areas. Read the full article on Seeking Alpha
ナラティブ更新 May 01

OTEX: Reset Street Expectations And Cloud Partnerships Will Shape Future Risk Reward

The analyst price target on Open Text has been reduced by $1, as analysts reset expectations following a series of lower Street targets across major firms, while still reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Open Text has centered on a series of price target reductions, with several bearish analysts resetting their models to reflect more conservative assumptions.
ナラティブ更新 Apr 16

OTEX: AI And Buybacks Will Support Re Rating Potential Despite Softer Assumptions

Narrative Update Analysts have trimmed their implied value for Open Text, with the updated fair value estimate moving from about $40.00 to roughly $33.09 as they factor in a higher discount rate, slightly softer revenue growth and profit margin assumptions, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Open Text has centered on a series of reduced price targets, as analysts recalibrate their expectations for execution, growth and valuation.
ナラティブ更新 Apr 02

OTEX: Buybacks And Margin Discipline Will Shape Future Risk Reward

OpenText's analyst price targets have been reset lower by up to $12, as analysts factor in updated assumptions around discount rates, growth and margins, while also monitoring valuation using future P/E expectations. Analyst Commentary Recent Street research has pointed to a more cautious stance on OpenText, with several bearish analysts trimming price targets by between $3 and $12.
ナラティブ更新 Mar 19

OTEX: Buybacks And Margin Reset Will Shape Future Risk Reward

Open Text's updated analyst price target has been revised lower by several firms, with recent cuts ranging from $3 to $12, as analysts adjust their views using slightly higher discount rate assumptions while keeping fair value at $26.00 and modestly refining revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research has clustered around lower price targets for Open Text, with cuts ranging from $3 to $12.
ナラティブ更新 Mar 04

OTEX: AI Execution And Margin Reset Will Shape Balanced Risk Reward

Our fair value estimate for Open Text has been revised from $35.00 to $26.00 as analysts factor in lower assumed revenue growth, a reduced profit margin outlook, and a slightly higher discount rate, partly in line with a series of recent price target cuts across the Street. Analyst Commentary Bearish analysts have been trimming their price targets for Open Text in close succession, with multiple cuts of between $3 and $12 from various firms.
ナラティブ更新 Feb 17

OTEX: Buyback Expansion And Cash Flow Discipline Will Support Medium Term Rebound

The analyst price target for OpenText has edged down by roughly $0.48 per share, as analysts factor in slightly higher discount rates along with modest adjustments to long term growth, margins, and future P/E assumptions following a series of target cuts from major firms. Analyst Commentary Recent Street research has centered on price target resets following prior cuts, with analysts revisiting their models for OpenText and fine tuning assumptions around growth, profitability, and valuation multiples.
分析記事 Feb 04

Open Text Corporation (NASDAQ:OTEX) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

To the annoyance of some shareholders, Open Text Corporation ( NASDAQ:OTEX ) shares are down a considerable 27% in the...
ナラティブ更新 Feb 03

OTEX: Medium Term Earnings Plan Will Support Rebound After Softer Q2 Guidance

Analysts have trimmed their average price target on OpenText to about US$38, a cut of roughly US$12 from prior levels. They are weighing recent target reductions from TD Securities and CIBC against earlier increases from UBS and Jefferies that were tied to modest revenue and EPS upside and maintained long term guidance.
ナラティブ更新 Jan 20

OTEX: AI Initiatives And Buybacks Will Support Re Rating Potential

Analysts have reduced their average price target on OpenText by about $0.30 to $40.00. This reflects a combination of recent target cuts and raises as they balance modest valuation adjustments with company guidance and recent quarterly results.
ナラティブ更新 Jan 06

OTEX: AI And Buybacks Will Drive Renewed Attention Over The Next Year

Analysts have nudged their implied price target for OpenText slightly lower to about US$40.27 from roughly US$40.45. At the same time, several firms recently raised published targets into the US$35 to US$39 range, citing modest upside to recent results and expectations for generally solid upcoming earnings.
ナラティブ更新 Dec 16

OTEX: AI Expansion And Margin Execution Will Drive Balanced Risk Reward Outlook

The analyst price target for OpenText has increased to $35 from $31, as analysts factor in recent target hikes across the Street that reflect improved profit margin expectations and a slightly lower forward valuation multiple, despite modestly softer growth assumptions. Analyst Commentary Recent Street research reflects a more balanced tone on OpenText, with higher price targets tempered by a clear emphasis on execution and growth risks.
ナラティブ更新 Dec 02

OTEX: AI-Focused Catalysts Will Drive Renewed Attention Over The Next Six Months

Analysts have raised their average price target for Open Text by a notable margin, citing solid recent results and growing optimism surrounding the company’s evolving AI strategy and future growth prospects. Analyst Commentary Recent analyst coverage of Open Text highlights a blend of increasing confidence in the company’s growth potential and some near-term caution, particularly around execution and forecast visibility.
ナラティブ更新 Nov 18

OTEX: AI-Powered Developments Will Drive Attention And Renewed Momentum Ahead

Analysts have raised their average price target for Open Text to approximately $40.45 from $39.39. This change reflects an improving profit outlook, sustained FY26 guidance, and expectations for AI-driven growth catalysts over the next several months.
分析記事 Nov 12

Why Open Text's (NASDAQ:OTEX) Earnings Are Better Than They Seem

Despite posting healthy earnings, Open Text Corporation's ( NASDAQ:OTEX ) stock has been quite weak. Along with the...
分析記事 Nov 08

Open Text Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that Open Text Corporation ( NASDAQ:OTEX ) released its first-quarter result to the...
ナラティブ更新 Nov 01

OTEX: AI Initiatives And New Leadership Will Drive Balanced Future Prospects

Open Text's analyst price target has increased from $37.66 to $39.39 as analysts point to improving earnings outlook, ongoing business optimization efforts, and emerging AI-driven growth catalysts behind their upward revisions. Analyst Commentary Recent street research paints a nuanced picture for Open Text, as analysts adjust their ratings and price targets in response to recent performance and evolving business prospects.
ナラティブ更新 Oct 18

Cloud And AI Integration Will Advance Global Market Reach

Narrative Update: OpenText Analyst Price Target Revision Analysts have raised their average price target for OpenText, reflecting growing optimism around recent management meetings, upcoming catalysts, and improvements in cloud momentum. Several targets now range from $33 to $45 per share, up notably from prior levels.
ナラティブ更新 Oct 04

Cloud And AI Integration Will Advance Global Market Reach

Analysts have raised their price target for Open Text from $35.90 to $37.66. This change reflects improved sentiment and recent upgrades based on expectations of AI-driven catalysts and margin expansion.
ナラティブ更新 Sep 19

Cloud And AI Integration Will Advance Global Market Reach

The consensus analyst price target for Open Text has edged up to $35.90, as optimism around its AI positioning, solid Q4 results, business optimization, and buybacks is partially offset by leadership uncertainty, resulting in a modest fair value increase. Analyst Commentary Bullish analysts cite OpenText’s positioning as a developing artificial intelligence play and anticipate multiple catalysts over the next six months that could draw renewed investor attention and support a clearer growth narrative.
分析記事 Sep 05

An Intrinsic Calculation For Open Text Corporation (NASDAQ:OTEX) Suggests It's 48% Undervalued

Key Insights Open Text's estimated fair value is US$64.44 based on 2 Stage Free Cash Flow to Equity Open Text's...
ナラティブ更新 Sep 04

Cloud And AI Integration Will Advance Global Market Reach

Open Text’s analyst price target was held steady at $34.80 as strong financial results and improved 2026 guidance were offset by leadership uncertainty and a lack of clarity on strategic initiatives. Analyst Commentary Bullish analysts point to strong Q4 financial performance, with revenue beating consensus and the highest sales beat since Q3 2023.
分析記事 Aug 12

Open Text's (NASDAQ:OTEX) Shareholders Will Receive A Bigger Dividend Than Last Year

Open Text Corporation ( NASDAQ:OTEX ) will increase its dividend from last year's comparable payment on the 19th of...
分析記事 Aug 04

Is Open Text (NASDAQ:OTEX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 09

Open Text Corporation's (NASDAQ:OTEX) Business And Shares Still Trailing The Market

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Jun 11

Here's Why Open Text (NASDAQ:OTEX) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Feb 18

Open Text: Still Decent Risk Reward

Summary I rate Open Text a 'Buy' with a 1-year price target of $31.46 per share, projecting a 14.4% upside and a quarterly dividend of $0.26. OTEX's fundamentals have been choppy post-AMC divestiture, but liquidity and net margin improvements highlight potential for recovery. Key catalysts include the launch of Titanium X and a new licensing model, both expected to drive growth and margin expansion. Despite competition risks, the Company is undervalued at 1.3x P/S, with potential to trade around 2x in a positive growth environment. Read the full article on Seeking Alpha

CEO

Ayman Antoun (59 yo)

less than a year
在職期間

Mr. Ayman Antoun is Chief Executive Officer and Director of Open Text Corporation from April 20, 2026. Mr. Antoun serves as Director at TD Group US Holdings LLC since 2024. He serves as Independent Directo...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Paul Jenkins
Executive Chair31.4yrsUS$685.37k1.32%
$ 75.7m
Todd Cione
President of OpenText Worldwide Sales2.1yrsUS$5.72m0%
$ 0
Muhi Majzoub
Executive Vice President13.9yrsUS$3.72m0.052%
$ 3.0m
Paul Duggan
Executive VP & Special Advisorless than a yearUS$5.07m0.011%
$ 636.8k
Ayman Antoun
CEO & Directorless than a yearデータなしデータなし
Steve Rai
Executive VP & CFOless than a yearデータなしデータなし
Cosmin Balota
Senior VP & Chief Accounting Officer3.4yrsデータなし0.0029%
$ 166.4k
Shannon Bell
Executive VPless than a yearデータなし0.00053%
$ 30.4k
Harry Blount
Senior VP & Global Head of Investor Relationsno dataデータなしデータなし
Michael Acedo
Executive VP4.3yrsデータなし0.0054%
$ 308.1k
Michelle Berry
Executive VP & Chief Human Resources Officerless than a yearデータなしデータなし
Christopher McGourlay
President & Chief Client Officerless than a yearデータなし0.014%
$ 812.9k
0.8yrs
平均在職期間
55.5yo
平均年齢

経験豊富な経営陣: OTEXの経営陣は 経験豊富 とはみなされません ( 0.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Paul Jenkins
Executive Chair31.4yrsUS$685.37k1.32%
$ 75.7m
Ayman Antoun
CEO & Directorless than a yearデータなしデータなし
Deborah Weinstein
Independent Director16.4yrsUS$533.26kデータなし
Randy Fowlie
Independent Director28.2yrsUS$521.49k0.077%
$ 4.4m
Margaret Stuart
Independent Directorless than a yearデータなしデータなし
Goldy Hyder
Independent Director2.4yrsUS$347.78kデータなし
George Schindler
Independent Directorless than a yearデータなしデータなし
Robert Hau
Independent Director5.7yrsUS$385.18k0%
$ 0
David Fraser
Lead Independent Director7.7yrsUS$409.38k0.00010%
$ 5.7k
Kristen Ludgate
Independent Directorless than a yearデータなしデータなし
Fletcher Previn
Independent Director1.5yrsUS$285.72kデータなし
Annette Rippert
Independent Director1.8yrsUS$428.04kデータなし
2.1yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: OTEXの 取締役会経験豊富 ではない ( 2.1年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 00:04
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Open Text Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Kadambari DaptardarAccountability Research Corporation
Richard TseATB Cormark Historical (Cormark Securities)
Raimo LenschowBarclays